Lead Program Status History | Community
Skip to main content
A
Anonymous
February 9, 2014
Question

Lead Program Status History

  • February 9, 2014
  • 2 replies
  • 950 views
How do I create a report that shows a lead's progression status for each program the lead was included?

My objective is to profile the program history of a small number of leads that will be attending an upcoming event.  As part of the event briefing, I want to be able to share this information with sales colleagues so that they have some insights on which marketing collateral the leads have shown interest. 

Is creating this type of report even possible?
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

A
Anonymous
February 10, 2014
The report "Leads by Status" could be a partial option.

SOAP API's getLeadActivity is the most suitable method.
A
Anonymous
February 10, 2014
Hi Mike,

Sales reps can see a timeline of Program Successes and Interesting Moments in the Opportunity Influence Analyzer via Sales Insight, even if there are no opportunities created yet.  More info here:  https://community.marketo.com/MarketoArticle?id=kA050000000L4bzCAC.

If it's a small number of leads and accounts, you can also export the data in the Opportunity Influence Analyzer to Excel (https://community.marketo.com/MarketoArticle?id=kA050000000LBT2CAO).

TJ
Terms & ConditionsAccessibility statement

Loading footer...